Filed April 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,709 | $87,870+133.0% | $113,168+80.9% | $74,304+175.5% |
| Participation rate | 93.5% | 70.7%+22.8pp | 76.6%+17.0pp | 60.3%+33.2pp |
| Annual return | 13.55% | 26.44%-12.9pp | 24.27%-10.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $7,846 | $2,277+244.6% | $2,975+163.7% | $2,241+250.1% |
| Participant deferral / active EE | $5,188 | $4,241+22.3% | $5,107+1.6% | $3,767+37.7% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |